USER WORKFLOW
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Employee Workflow
Property Manager

Overview - Property Manager

8min
a property manager is responsible for overseeing rental properties on behalf of the organization their main duties include handling multiple tenants, managing leases, ensuring timely rent collection, overseeing property maintenance, and keeping financial records up to date they are responsible for managing property and ensuring occupancy handling lease agreements, renewals, and terminations collecting rent and managing financial transactions coordinating property maintenance and repairs addressing tenant inquiries and service requests features of property manager dashboard financial overview displays rent collection progress, pending dues, and revenue trends lease expiration alerts lists upcoming lease expirations that need renewal actions service requests summary this shows pending and completed maintenance tasks for different properties tenant activity feed tracks recent tenant communications and service requests leasing identify expiring leases from the dashboard notify tenants regarding renewal options via automated messages approve and generate new lease agreements digitally update system records to reflect renewed contracts and terms people section (tenants) view and manage all tenants associated with the property track tenant history, including payment behavior, lease terms, and service requests contact tenants directly through email or in app messaging assign and update tenant related tasks such as lease renewals or payment follow ups provide tenants access to their digital lease agreements and rent invoices issue reminders for overdue rent payments and upcoming maintenance inspections self service portal tenants can log in to check their lease agreements, view invoices, and submit service requests automated notifications sends rent reminders, lease renewal notices, and important announcements to tenants complaint management tracks tenant issues and escalates unresolved matters for review accounting view financial reports related to rent collection, security deposits, and outstanding dues track payment transactions, including online and offline payments, across multiple properties generate and send invoices for rent payments, security deposits, and maintenance fees manage refunds, adjustments, and penalties for late payments reconcile financial records with automated transaction tracking and reporting integrate with third party accounting software for tax and compliance management online payment integration enables tenants to pay rent using various payment methods like upi, credit cards, and net banking automated late fee application calculates and applies late payment fees based on lease agreements multi property revenue tracking generates financial summaries for multiple properties under a single account year end financial reporting provides tax compliant reports for accounting audits operations track submitted maintenance and service requests by tenants assign service requests to in house maintenance teams or external vendors update request status and notify tenants about progress monitor service request history to ensure timely resolution of issues automate workflows for move ins and move outs, reducing manual effort and processing time maintain vendor contacts and track service performance tenants submit service requests through their self service portal requests are categorized and assigned to maintenance teams updates are recorded in the system, and tenants receive real time notifications maintenance tasks are marked as completed once resolved, and tenants can provide feedback settings configure property settings, including rental terms, lease agreements, and maintenance policies manage user roles and permissions to control access levels for different team members customize notifications and email triggers for tenant communications update organization preferences for financial reporting, payment methods, and invoicing set up automated reminders for lease expirations, rent due dates, and maintenance schedules adjust tax settings and regulatory compliance configurations based on local laws administrator access full control over property settings, financials, and operations property manager role restricted access to tenant, lease, and maintenance management accountant role limited to financial reports, invoices, and payments maintenance team role access only to service requests and maintenance tasks